Who we serve
Business Owners
We Proactively Manage Your Finances
When it comes to managing your future plans, our aim is to help you recover the most precious resource there is… time. When approaching retirement, we help small business owners come up with a formal plan for transferring their business to a new owner. Small business owners have a lot on their plate and often find it difficult to invest strategically for the near future.
How we can help you
Save time and energy with a plan
that lets you focus on your priorities
Maximizing your saving rate
We focus on cash flow and minimizing taxes through small business retirement planning so you can live the life you want to live.
Support Your Business Retirement Plan
Deciding on what options are available for your business retirement planning comes with challenges. That’s why we help with plan creation whether if it’s a SIMPLE IRA / SEP / 401K or a Cash Balance plan
Managing Assets from a Sale
A lot of time and effort goes into starting, running, and eventfully selling a business. We’ll work alongside you to make sure we optimize your opportunities post-sale, manage your assets effectively, and help you to create generational wealth that lasts for years to come.
Assisting with Cash Flow
Our business owners are constantly thinking of cash flow, and we provide support to make sure that you give yourself the best chance to maximize your cash flow — whether it's merging with another business, scaling, or creating a separate passion project.
Solutions for a better quality of life
Reach your financial goals with tailored services
Financial Planning 
Investment Management 
Retirement Planning How this service can help you
Most small business owners want their business, their future, and their children’s future to be in their control. This is completely understandable, but if you’re spending all that time and energy on your business’s bottom line, then who’s keeping a sharp eye on your personal finances? That’s where we come in. We can smooth out financial complexity so you can focus on what’s most important.
How this service can help you
Our focus is not on timing the movements of the market, but on crafting long-term plans to meet your goals. When it comes to investing, your chief enemy is likely yourself. Humans are biologically wired to be poor investors when it comes to our own money. Knowing when to act – and when not to act – is the most important aspect of managing an investment portfolio. A proactive, disciplined investment process is vital to ensuring that you capture market returns over the course of your lifetime.
We believe that making decisions based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios and adopting environmentally and socially-conscious strategies for those who want them.
Evidence-based portfolios are low-cost, diversified across the globe, and aim to capture market returns through the use of ETFs, index funds, and other broad market mutual funds.
How this service can help you
We help create a business retirement plan that is beneficial for you and you’re family while also rewarding your employees with retirement needs. There are many plans to choose from and we act as your personal CFO to help navigate and choose the correct one that will help you retire and save on taxes.
SUCCESS STORIES
Addressing the unique challenges faced by business owners
Not Knowing When to Retire
Our client had started a business in his early thirties and the company’s growth and his dedication came with a cost. The time requirement of running the business took away the freedom and opportunity to focus on other things. We stepped in as his personal CFO to help prioritize his next 3 / 5 / 10 year goals.
Together, we were able to: Read More
- Implement a retirement plan to help save on taxes
- Create a retirement bucket
- Shift extra cash into a well-diversified portfolio (to create an additional income stream for future passion projects)
- Guide the business sale to create multi-generational investment management through estate planning
Besides creating an action plan, our client was most grateful for was having more time with his family and the opportunity to enjoy an early retirement… instead of working to live.
Partner with us
Maximize your
return on life
Achieve more than just financial freedom with a solution that will allow you to devote more time and energy toward your personal life.
Schedule a no-obligation, risk-free consultation with one of our advisors to discover all the possibilities of a financial plan that works for you.